Process settings

As an application developer, you will have default access to various data that you create. To configure or change settings for the process, click Settings on the process editor.

General settings

On the General settings tab, you can configure form titles and lock submission.

Configuring form titles

The form title is the unique name given to each item as it goes through the process workflow. To configure form titles, click the Add button (+) and arrange default system fields or form fields in the order that you want, and then click Save. Based on this format, titles are auto-generated and are displayed on top of each process form.

Lock submission

When you are working on the process or making significant changes, you may want to stop members of the process from starting new items. To lock submissions, select the Do not allow new submissions checkbox, and click Save.

After enabling this, members will not be able to initiate new items and nothing will show in the feed. However, items in progress will continue to follow the workflow. Items in draft cannot be submitted until this option is removed.

Access controls

You can allow or restrict permissions to users impacting their ability to print forms, and download attachments in processes.

Print and download permissions

You can toggle between two options: Anyone and Only admins. 

Setting the permission to Anyone would allow any user to download attachments or print forms. Choosing Only admins would restrict download and print permissions only to admins.

Public form settings

On the Public form settings tab, you can enable and disable public form for this process.

To enable, turn ON the Public form URL. Then, copy the URL and share it with anyone outside the organization.

To disable, turn OFF the Public form URL and it will be disabled. Once the public form is disabled, the external users will not be able to initiate new items. However, the items that are in progress will complete the workflow steps.